See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $304,055 | $159,602+90.5% | $150,045+102.6% | $142,382+113.5% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.3%-19.8pp | 80.1%-17.6pp |
| Annual return | 13.97% | 70.24%-56.3pp | 62.55%-48.6pp | 217.08%-203.1pp |
| Employer contribution / active EE | $2,952 | $4,961-40.5% | $4,693-37.1% | $4,299-31.3% |
| Participant deferral / active EE | $10,479 | $8,310+26.1% | $7,997+31.0% | $6,507+61.0% |
| Admin fee / account holder | $288 | $14,846-98.1% | $13,435-97.9% | $12,624-97.7% |